Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.624 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49614.01 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45552.8 Kr¶
PnL: ---------------------------------------> 496.8 Kr¶
DD now: ---------------------------------> -6.601 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 15:28:17.249966'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.780000 | 1673.820000 | 204.820000 | 13.940000 | 1468.999998 |
| Sedana Medical | 93 | 4.780000 | 2691.420000 | 170.420000 | 6.760000 | 2521.000011 |
| Orrön Energy | 180 | 5.080000 | 2160.900000 | 117.900000 | 5.770000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| Atrium Ljungberg B | 5 | 4.200000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| JM | 6 | 3.900000 | 912.000000 | 48.000000 | 5.560000 | 864.000000 |
| Catena | 2 | 4.330000 | 838.000000 | 46.000000 | 5.810000 | 792.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Sagax B | 4 | 3.650000 | 898.400000 | 44.400000 | 5.200000 | 854.000000 |
| Hexatronic Group | 12 | 3.590000 | 1002.960000 | 35.960000 | 3.720000 | 966.999996 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Gränges | 9 | 1.450000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| Biotage | 7 | 1.110000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| VEF | 909 | 2.400000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| Clas Ohlson B | 12 | 0.800000 | 982.200000 | 9.200000 | 0.950000 | 972.999996 |
| Byggmax Group | 33 | 1.110000 | 963.600000 | 7.600000 | 0.790000 | 956.000001 |
| OX2 | 13 | 1.590000 | 955.500000 | 5.500000 | 0.580000 | 949.999999 |
| EQT | 4 | 0.770000 | 834.400000 | 2.400000 | 0.290000 | 832.000000 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.100000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.000000 | 775.800000 | -3.200000 | -0.410000 | 779.000001 |
| Alimak Group | 11 | 0.360000 | 920.700000 | -7.300000 | -0.790000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.590000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Addnode Group B | 11 | 0.000000 | 901.450000 | -19.550000 | -2.120000 | 921.000003 |
| SKF B | 5 | -1.850000 | 914.750000 | -25.250000 | -2.690000 | 940.000000 |
| Creaspac SPAC | 39 | -0.210000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| Indutrade | 5 | 2.150000 | 1186.000000 | -32.000000 | -2.630000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Latour B | 4 | -0.050000 | 817.600000 | -39.400000 | -4.600000 | 857.000000 |
| Hexagon B | 26 | 0.840000 | 3419.000000 | -42.000000 | -1.210000 | 3461.000010 |
| Bufab | 3 | -0.570000 | 1047.000000 | -62.000000 | -5.590000 | 1109.000001 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 2.080000 | 1383.220000 | -75.780000 | -5.190000 | 1458.999989 |
| TOTAL | 45552.800000 | 496.800000 | -6.60075% | 45056.000411 |
Updated:¶
'2023-07-04 15:28:34.396214'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
